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Stock Thread (21 Viewers)

beef said:
Not looking like I was late anymore.  Sure am glad you brought this one back up!  
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wth I bought it premaket and lost a lot during the day yesterday. The only reason I did not bail before closing, is that it would have been a wash sale. Glad for that.

 
Ridgeback said:
What are your top 5?
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T - 7% return, trading below $30, 26-39 52 wk range, been buy when it goes below $29

EXC - 3.5% return, trading at $42, $29-$51 52 wk range

OKE - 8% return, trading at $45, $12-$78 range, been buying on dips below $40

PFE - 4% return, trading at $37, $26-$43 range

MFA - 8% return, trading at $3.80, $0.32-$8 range (risk here if housing market collapses)

XOM - 7% return, trading at $50, $30-$70, accumulated in the $30s, not as comfortable buying here.

I'm also in various shippers trading near their $52 week low end and gobbling up huge dividends there.

Most of these are up big today, I buy on the dips.

 
Sold my CRSP today.  Couldn't resist a 40% gain in two weeks.  That's just plain irrational.  Based on history it will hit $250 within a week.  Wish you longs well, I'll join you again if it ever tests the $170s.

 
BassNBrew said:
Sold my CRSP today.  Couldn't resist a 40% gain in two weeks.  That's just plain irrational.  Based on history it will hit $250 within a week.  Wish you longs well, I'll join you again if it ever tests the $170s.
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I’m going to hang on to my 377% gain and see where it goes the next few years.

 
-OZ- said:
It has a lot more to do with my belief, backed by research, that most of us won't beat the market over the long haul. 

It's fun to try, but I'm not stressed about it when it's not going to make a huge difference long term. I figure this 20% is basically going to be the difference between traveling to gulf shores or HHI every winter vs Cancun, new Zealand, etc. 
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The thing we have to remember is that for a lot of us, myself included, we didn't really start investing in individual stocks until after the March lows last year.  And since then the NASDAQ is up like 90%, S&P and the Dow up 70ish%, and the Russell 2000 is up over 110%.  It makes it hard to pick losers (except for BnB picking Amazon).  So we all think we're pretty smart and that this #### is easy, and 100-400% returns are totally normal.

Diversification, professional management, ETF funds - the boring stuff - is way more important in a down or sideways market, which, believe it or not, we will see again.

 
Picked up some ENVIU in the $10.60s today, a new SPAC that "intends to focus on identifying businesses that offer products, services and technologies that, in addition to serving the needs of customers, generate positive impacts for the environment."

 
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SFBayDuck said:
Picked up some ENVIU in the $10.60s today, a new SPAC that "intends to focus on identifying businesses that offer products, services and technologies that, in addition to serving the needs of customers, generate positive impacts for the environment."
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Thanks.  Great place to park cash.

 
Trimmed half my RIOT yesterday as part of effort to get to 10% cash. Happy to still have some though. What are other folks' exit plans for this one? Feels like on you could do well getting in and out of, wondering if this is one anyone plans to hold for a while.

 
Nigel said:
Trimmed half my RIOT yesterday as part of effort to get to 10% cash. Happy to still have some though. What are other folks' exit plans for this one? Feels like on you could do well getting in and out of, wondering if this is one anyone plans to hold for a while.
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Im extremely risk tolerant.  But I'm 100% crypto related until btc reaches 63k.  Then I'll diversify 40-60% of it off.

63k is where I threw my dart for this bull cycle to peak.

The btc supply crisis hasn't hit yet, the mining stocks are gonna sky rocket when that happens.

Back and forth battle between mara and riot for the largest btc mining company.

 
SFBayDuck said:
Picked up some ENVIU in the $10.60s today, a new SPAC that "intends to focus on identifying businesses that offer products, services and technologies that, in addition to serving the needs of customers, generate positive impacts for the environment."
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I envy you. 

Definetly not "envy IU" ;)

 
SFBayDuck said:
Picked up some ENVIU in the $10.60s today, a new SPAC that "intends to focus on identifying businesses that offer products, services and technologies that, in addition to serving the needs of customers, generate positive impacts for the environment."
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I can get ENVIU on ETrade but not Fidelity,  :rant:

 
BassNBrew said:
That's a difficult question.  Can the Fed un-pump the economy?  Biden is going to flood us with stimulus and companies will likely crush expectations this earnings season.  COVID has helped many companies in the market at the expense of mom and pop.  Wall Street isn't in a recession.

Also the are sectors that aren't in a bubble.  Plenty of stocks no where near there ATHs yielding great dividends.  My MIL is tired of her savings account yielding a cup of coffee.  Plenty of solid companies offering 3-8% trading at PEs 8-15.  Outside of COVID, do you feel bad about where our economy is?
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1.  Yes, the Fed can definitely do that, but I don't think the political climate will allow it.  I expect very free money flow from the Fed for a while yet.

2.  Feel good about economy.  What sectors do you see at P/E of 8-15?

As a corollary to #1 I just reduced duration on my bond holdings a great deal.  With all this money flow we should see a steepening on the long end (i.e. inflation expectations).  

Oh, and I bought some NGABU.  Fidelity finally let someone besides BnB get some of that.

 
drunken slob said:
I can get ENVIU on ETrade but not Fidelity,  :rant:
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Strange, I see it in Fidelity.  I actually bought it in Etrade as that's where I've moved some cash from my savings account just for the purpose of parking it in SPACs.  Sold another one (VIIAU) to free up the cash after a 3% gain in a couple of weeks, a hell of a lot better than it sitting in my savings account earning <1% annually.

Of course I also realize I could lose money on some/all of these, stonks won't always go up, even new SPACs. So I still have cash in savings.  But I figured worth the seemingly low risk to try and grow that money a bit.

 
Sand said:
1.  Yes, the Fed can definitely do that, but I don't think the political climate will allow it.  I expect very free money flow from the Fed for a while yet.

2.  Feel good about economy.  What sectors do you see at P/E of 8-15?

As a corollary to #1 I just reduced duration on my bond holdings a great deal.  With all this money flow we should see a steepening on the long end (i.e. inflation expectations).  

Oh, and I bought some NGABU.  Fidelity finally let someone besides BnB get some of that.
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KR and ACI are around 8.  Shippers are around 4-5.  Most of the finance sector is 15 or under forward looking.  

 
hooter311 said:
Im extremely risk tolerant.  But I'm 100% crypto related until btc reaches 63k.  Then I'll diversify 40-60% of it off.

63k is where I threw my dart for this bull cycle to peak.

The btc supply crisis hasn't hit yet, the mining stocks are gonna sky rocket when that happens.

Back and forth battle between mara and riot for the largest btc mining company.
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I know you've mentioned being a fan of GBTC. No concerns wrt it when we get a BTC ETF later this year? I have to think there will be substantial outflows at that point.

 
BassNBrew said:
T - 7% return, trading below $30, 26-39 52 wk range, been buy when it goes below $29

EXC - 3.5% return, trading at $42, $29-$51 52 wk range

OKE - 8% return, trading at $45, $12-$78 range, been buying on dips below $40

PFE - 4% return, trading at $37, $26-$43 range

MFA - 8% return, trading at $3.80, $0.32-$8 range (risk here if housing market collapses)

XOM - 7% return, trading at $50, $30-$70, accumulated in the $30s, not as comfortable buying here.

I'm also in various shippers trading near their $52 week low end and gobbling up huge dividends there.

Most of these are up big today, I buy on the dips.
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Thanks for posting this. Me too on the bolded, except I'm down 20-30% on where I bought them.

 
BassNBrew said:
T - 7% return, trading below $30, 26-39 52 wk range, been buy when it goes below $29

EXC - 3.5% return, trading at $42, $29-$51 52 wk range

OKE - 8% return, trading at $45, $12-$78 range, been buying on dips below $40

PFE - 4% return, trading at $37, $26-$43 range

MFA - 8% return, trading at $3.80, $0.32-$8 range (risk here if housing market collapses)

XOM - 7% return, trading at $50, $30-$70, accumulated in the $30s, not as comfortable buying here.

I'm also in various shippers trading near their $52 week low end and gobbling up huge dividends there.

Most of these are up big today, I buy on the dips.
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Regarding the bolded, what do you have? I'd like to buy some of those for the mid to long term. TIA

 
drunken slob said:
Regarding the bolded, what do you have? I'd like to buy some of those for the mid to long term. TIA
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DHT, EURN, and FRO having been paying nice dividends.  

If you want to trade, the play on these have been to buy towards when the dividend will be announced and sell them the day before as the sell off after ex-D.

 
BassNBrew said:
DHT, EURN, and FRO having been paying nice dividends.  

If you want to trade, the play on these have been to buy towards when the dividend will be announced and sell them the day before as the sell off after ex-D.
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Thanks, I'm going to acquire each of these and clock div's.

 
Ridgeback said:
Thanks for posting this. Me too on the bolded, except I'm down 20-30% on where I bought them.
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I started that way but DCA'd down.  I'm now sub $5 on my DHT and FRO I'm now down 8% but have collect $1.20 a share in dividends that puts me into the green.  Looks like down 7% on EURN but $1.28 in dividends puts that one up overall.  Be aware that EURN is located in Belgian so you get tax withheld on your dividend 30%.

 
drunken slob said:
Thanks, I'm going to acquire each of these and clock div's.
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DHT I target under $5.50.

I almost hesitated to post the shippers because I'm not sure how secure the dividend is and they have appreciated lately.  The PEs are still stupid low.  I would only take a minimal starter position and build on any drops.  If they don't come back then at least you will have a small win.  Most are down on the shipping sector but the research I've done indicates that shipping building came to an almost a halt this year and the fleet is age.  Some of the gurus in this field expect a super cycle in the next few years and these stocks to soar.  If you go expand their historically charts you will be shocked to see where they traded at.  

I have about 2% of my retirement tied up in boats and 26% in boat anchozes.   :eek:

 
Sideshow Bob said:
Samsung, I believe. Though the reading i did on the subject a while back made that seem like calling the Jags competitors of the Chiefs. Technically? Sure. 
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Im Looking for #2 even if they are far behind.  Thank you.  I'll check it out.

samsung not traded in US? 

 
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